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Summit Wealth & Retirement Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,121
Closed -$318K – 57
2023
Q3 		$318K Sell
3,121
-811
-21% -$85.5K 0.13% 46
2023
Q2 		$425K Sell
3,932
-989
-20% -$107K 0.17% 42
2023
Q1 		$539K Sell
4,921
-616
-11% -$66.7K 0.2% 50
2022
Q4 		$584K Sell
5,537
-727
-12% -$76.1K 0.24% 53
2022
Q3 		$642K Buy
6,264
+375
+6% +$41.3K 0.26% 50
2022
Q2 		$648K Sell
5,889
-184
-3% -$20.8K 0.25% 51
2022
Q1 		$734K Sell
6,073
-636
-9% -$79.3K 0.26% 53
2021
Q4 		$889K Sell
6,709
-263
-4% -$35K 0.3% 46
2021
Q3 		$928K Buy
6,972
+20
+0.3% +$2.7K 0.34% 44
2021
Q2 		$934K Sell
6,952
-13
-0.2% -$1.71K 0.35% 46
2021
Q1 		$906K Buy
6,965
+607
+10% +$80.8K 0.34% 47
2020
Q4 		$878K Buy
6,358
+128
+2% +$17.4K 0.33% 58
2020
Q3 		$839K Sell
6,230
-238
-4% -$32.4K 0.36% 50
2020
Q2 		$870K Sell
6,468
-535
-8% -$69.6K 0.41% 49
2020
Q1 		$865K Sell
7,003
-195
-3% -$24.8K 0.46% 46
2019
Q4 		$921K Buy
7,198
+1,411
+24% +$180K 0.41% 48
2019
Q3 		$738K Buy
5,787
+125
+2% +$15.7K 0.45% 53
2019
Q2 		$704K Sell
5,662
-1,986
-26% -$238K 0.41% 57
2019
Q1 		$911K Buy
7,648
+91
+1% +$10.5K 0.54% 45
2018
Q4 		$853K Buy
+7,557
New +$850K 0.65% 39

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Summit Wealth & Retirement Planning's LQD Position: Q4 2023 in Review

Summit Wealth & Retirement Planning sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 3,121 shares — an estimated $318K sold.

Summit Wealth & Retirement Planning first reported a position in LQD in Q4 2018 and held it in 20 quarters. The position peaked at $934K in Q2 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Summit Wealth & Retirement Planning reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,121 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $318K.
  • Summit Wealth & Retirement Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 20 quarters.
  • Summit Wealth & Retirement Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $934K in Q2 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2023, filed 1 Feb 2024.